AdvicePay Financial Advisor Community Blog

Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach

November 18, 2021 By Shannon Beck
Shannon Beck

Earlier this month, we had the opportunity to sit down with industry experts Michael Kitces and Bill Bachrach for a conversation all about fee-for-service.

They discussed the benefits of fee-for-service (for both you and your clients), how to make the transition, how much to charge, how to manage and implement, and of course, how to locate, attract, and acquire clients that can afford your fee.

Click below to watch the webinar replay! 


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Posted by Shannon Beck

In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience in marketing for continuing education and tech companies means that she’s both a learner and a teacher through her work. When she’s not using her creative skills to help folks learn about AdvicePay and how to get the most out of it, you can find her kayaking, camping, and trying out new recipes with her husband. Born in Baltimore, she’s still an avid Raven’s fan, cheering from Montana.

Topics: Practice Management, Fee-For-Service, Client Relationships